Taxes You May Pay as Trustee

Lesson 1

Bankruptcy: A Few Things to Know Before We Get Started

Lesson 1

Eligibility: An Introduction

Lesson 1

The Automatic Stay: Another Way to Say ‘Relief’

Lesson 1

Bankruptcy and Married Couples: An Introduction

Lesson 1

What Is Chapter 7 Bankruptcy, and What Can It Do for You?

Lesson 1

Your Bankruptcy Estate: What’s Included, What’s Not

Lesson 1

Your Debts: An Introduction

Lesson 1

Equity and the Homestead Exemption

Lesson 1

Preparing & Filing Your Bankruptcy Petition: An Introduction

Lesson 1

A Look at the 341 Hearing

Lesson 1

You Found a Mistake: Amending Your Petition

Lesson 1

What Happens After Filing?

Lesson 1

You Fail the Means Test

Lesson 1

Understanding Your Bankruptcy Order of Discharge

Lesson 1

The Basics

Lesson 1

Bankruptcy: A Final Word

Lesson 1

Before We Dive In

Lesson 1

Getting Your Head in the Game: Thinking Like a Trustee

Lesson 1

Sizing Things Up: Should You Take the Job?

Lesson 1

Getting Organized

Lesson 1

Getting Help: Assembling Your Team

Lesson 1

Getting to Work: A Checklist

Lesson 1

Providing Accountings

Lesson 1

Investing Trust Assets

Lesson 1

A Word About Businesses

Lesson 1

Paying Taxes

Lesson 1

Distributing Property

Lesson 1

Terminating the Trust

Lesson 1

Trust Administration: A Final Word

Lesson 1

What Is Estate Planning and Why Is It Important?

Lesson 1

Estate Planning: A Few Things to Know Before We Get Started

Lesson 1

How the Rest of This Course Is Organized: A Bird’s Eye View

Lesson 1

Eight (or Nine) Estate Planning Documents Every Adult Needs

Lesson 1

Understanding Your Will

Lesson 1

How to Get Property Into a Trust

Lesson 1

Disinheriting Someone

Lesson 1

Things People Think Are Covered by Their Will or Trust, but May Not Be

Lesson 1

What Are Estate Taxes and Will Your Estate Have to Pay Them?

Lesson 1

The Disposition of Remains Document

Lesson 1

The Durable Power of Attorney Document

Lesson 1

Guardianship Designation for Minors

Lesson 1

Three Health Documents Every Adult Needs: An Introduction

Lesson 1

The Digital Diary

Lesson 1

Final Review

Lesson 1

Reviewing Your Documents

Lesson 10

Foreclosure Avoidance

Lesson 10

Establish a Bank Account

Lesson 11

Foreclosure Alternatives

Lesson 11

Let the IRS Know You’re in Charge

Lesson 12

The Right of Redemption

Lesson 12

Notify the Beneficiaries

Lesson 13

Send Notifications of Death

Lesson 14

Get Property Titled in Your Name as Trustee

Lesson 15

Determine What Happens to Property Outside the Trust

Lesson 16

Open Probate (If Necessary)

Lesson 17

Use a Probate Short-Cut (If the Estate Qualifies)

Lesson 18

Collect Payables: Beneficiary & Pay-on-Death Proceeds

Lesson 18.1

Life Insurance

Lesson 18.2

Annuities

Lesson 18.3

Pensions

Lesson 18.4

Tax Deferred Retirement Plans

Lesson 18.5

Roth IRAs

Lesson 18.6

Pay-on-Death Assets

Lesson 18.7

A Few Other Things to Know

Lesson 19

Pay Debts and Creditor Claims

Lesson 2

A Word for Veterans, Reservists & Business Owners

Lesson 2

Community Property States

Lesson 2

Types of Bankruptcy: Is Chapter 7 Right for You?

Lesson 2

Your Property Worksheets

Lesson 2

Understanding Secured Debts… It’s All About the Liens

Lesson 2

The Catch: If You’ve Bought Your Home Recently

Lesson 2

If You Need Relief Immediately!

Lesson 2

You Want Out: Dismissing Your Case

Lesson 2

A Creditor Petitions to Have the Automatic Stay Lifted

Lesson 2

Things That Could Still Affect Your Case

Lesson 2

Your Number One Rule: The Fiduciary Duty

Lesson 2

What Is a Trust and How Does It Work?

Lesson 2

Attorney

Lesson 2

Order Copies of the Death Certificate

Lesson 2

Personal Property

Lesson 2

What Is Probate and Should You Avoid It?

Lesson 2

What Happens if Something Gets Left Out of a Trust?

Lesson 2

Subsequent Marriages and Blended Families

Lesson 2

Other Ways to Avoid Probate

Lesson 2

How to Reduce or Avoid Estate Taxes

Lesson 2

Other “Non-Legal” Things That Can Help Your Loved Ones

Lesson 2

The Problem with Adding an Adult Child to Your Bank Account

Lesson 2

The Health Care Power of Attorney

Lesson 2

How to Sign Your Documents

Lesson 20

Wrap Up

Lesson 3

The Median Test

Lesson 3

Common Law States

Lesson 3

Alternatives to Bankruptcy

Lesson 3

Exemptions: The Key to Keeping Your Property (An Introduction)

Lesson 3

What Happens to Secured Debts in Bankruptcy?

Lesson 3

Tenancy by the Entirety States

Lesson 3

Where Will You File for Bankruptcy?

Lesson 3

You Want Back In: Reopening Your Case

Lesson 3

An Exemption Is Disputed